MARKET INVESTMENT GROUP, LLC

Overview

Market Investment Group, LLC is an independent, SEC-registered registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator: it constructs core portfolios largely around public funds and mutual funds while also selecting and placing clients with third‑party managers when specialized exposure or bespoke strategies are required. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible, combining percentage‑of‑AUM billing with hourly and fixed‑fee engagements to accommodate both ongoing investment relationships and one‑off planning work. Investment preferences lean toward liquid, manager‑run vehicles for core exposures, with a willingness to access external alternatives and insurance products where they serve clients’ income, diversification or risk‑transfer needs. The firm is not listed as an active ESG investor in its filing.

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Location & Offices